About | Conners Wealth Management | Wealth Advisor in Scottsdale

Your Trusted Source for A Personalized Approach

About us.

Learn More About Conners Wealth Management

Our goal is to be a trusted source for our clients’ financial needs by providing personalized planning. We pride ourselves on a personalized approach, tailored guidance, and memorable service for each client in their journey to managing their wealth. At Conners Wealth Management, we pride ourselves on our relationships with clients and strive to become better everyday.

Start Now with Our Simple Process

We offer a specialized financial planning approach for all clients that is unique to their needs. Our process allows us to take the time to understand your financial goals, explain all your options, and provide aid throughout your entire wealth management plan. Since you are at a unique point in your life, you deserve a unique financial plan. This is why our financial strategies are designed to help build, protect, and manage your wealth today, tomorrow, and in the future.

We Listen

The first thing we will do is to meet with you and ask you lots of questions. We want to know what makes you tick, what are your aspirations, what your current financial picture looks like, and even know about your struggles. Not only because we genuinely care, but also because it is the best way to help you succeed in reaching your goals.

We talk

Taking into account everything we learn from our first meeting and after reviewing your current finances, we will have a frank discussion about how we would move ahead. We don’t make any decisions without your input. If you agree with the strategy we propose, we get to work.

We act

Once we agree on your strategy for your short-term objectives and long-term needs, it is time to put the plan into action by making investments that align with your goals. You have 24/7 access to your account so you can view progress at your convenience. We do not try to time the market or make sudden changes based on market volatility.

We communicate

Our goal is to keep our clients happy and informed. That’s why we make it a point to proactively check in with you about account updates, market changes and more throughout the year.

events

Attend a free seminar!

We offer workshops with need-to-know information about financial topics. Our goal is to help our community gain a better understanding of wealth management, including what it is, how you can make your plan better, and tips for all stages of the journey.

meet our founder

Steven Conners - Founder/President

Steven Conners founded Conners Wealth Management as an Independent Financial Advisor in 2009. He brings more than 30 years of experience to this role, including multi-year experience as a member of the Performance Council at Smith Barney, a Senior Vice President at Morgan Stanley, and a VP of Investments at Merrill Lynch.

Prior to that, Steve was General Manager for his family’s $100 million dollar TV/Appliance chain. This is where he learned the practical aspects of running a business, including financials, operations and sales/administration. During this time he began to analyze companies, understand the evolving nature of the financial markets, and became adept at synthesizing the multitude of information available to investors into clear, relevant and easy to understand information.

Steven’s passion is to help people improve their financial preparedness by applying tactical strategies to reach a desired outcome. First and foremost, he is committed to upholding a fiduciary standard for his clients. He always ensures that his clients understand the effects of market volatility and the importance of proper asset allocation and diversification based on risk tolerance and time horizon.

Steven studied finance at the University of Pennsylvania, Wharton School of Business and is a registered representative with his Series 7 and 63 registrations with CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Steve also holds his Series 65 registration with CoreCap Advisors, LLC, a registered investment advisor. He uses stock, bonds, mutual funds, and other instruments to assist his clients in achieving their financial goals. Besides security licenses, Steven is also a certified estate planner (CEP) and is licensed to sell life and disability insurance.

Steven immensely values the quality time he spends with his sons Matthew and Spencer. He enjoys traveling, golfing, hiking, and exercising in his spare time.

Steven grew up in the Northeast and lived in San Diego before moving to Scottsdale, Arizona where he now resides and has been appreciating the beautiful desert landscapes. He strongly believes in giving back to important causes that make a difference for others and is a regular contributor to the Phoenix Children’s hospital.

still have questions?

Contact us today to schedule an appointment using the appointment button below. Someone from our team will be reaching out to you shortly!

conners wealth management

Serving each client individually and meeting their unique needs.

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